Senior Private Client Associate or Of Counsel

A law firm in Philadelphia is seeking a Senior Private Client Associate or Of Counsel with extensive experience in estate and tax planning for high net worth individuals and family groups. The ideal candidate should have a background in estate administration and business succession planning, with desirable experience in international tax and cross-border planning.

Job Duties:

• Provide sophisticated estate planning advice and counsel to high net worth individuals and families.
• Draft and review estate planning documents, including wills, trusts, powers of attorney, and advanced directives.
• Advise clients on business succession planning, including structuring of family-owned businesses and assets.
• Handle estate administration matters, including probate proceedings and trust administration.
• Assist clients with charitable planning, philanthropic endeavors, and tax-efficient wealth transfer strategies.
• Conduct comprehensive reviews of clients' financial situations to provide tailored estate planning solutions.
• Stay current on tax laws, regulations, and trends affecting estate planning and wealth management.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the State Bar of Pennsylvania or eligibility for admission by waiver.
• 5+ years of experience in private client services at a large law firm or financial planning firm.
• Strong background in estate and tax planning, with a focus on high net worth individuals and family groups.
• Experience in international tax and cross-border planning preferred.
• Demonstrated ability to manage complex client relationships and confidential information.
• Excellent written and verbal communication skills.

Skills:

• In-depth knowledge of estate planning techniques and tax implications.
• Ability to analyze complex legal and financial documents.
• Strong attention to detail and accuracy in drafting legal documents.
• Proficiency in using legal research tools and databases.
• Effective interpersonal skills and ability to work collaboratively in a team environment.

Certifications (if applicable):

• Certification in Estate Planning (e.g., Certified Trust and Financial Advisor, Certified Estate Planner) would be advantageous.

This is one of the top law firms in the country to work forin its huge Philadelphia office, this firm draws rave reviews. Although much more a large firm atmosphere than most of the East Coast (non-New York) based firms, this firm has one of the most exciting full service practices around. However, it is not easy to get in with this fairly elite group of attorneys--they are very picky about their candidates. The culture here is fairly competitive--although the partners take care of their own, this is a group of high powered professionals who are used to acheiving at very high levels--and used to beating out the guy next door. This internal drive will keep associates staying later and later to earn bragging rights on occasion--but it's not as if the work isn't abundant enough to keep you there.